business intelligence case study - jackson...
TRANSCRIPT
Business Intelligence Case Study with Jackson Clinic
Session Agenda
• Who is Jackson Clinic?Who is Jackson Clinic?• What problems were they facing?
Wh t th i i ti BI biliti ?• What was their existing BI capabilities?• Jackson Clinic BI Solution Review• What are the results?• What’s next?What s next?
Who is Jackson Clinic?
• A multi-specialty physician group practiceA multi specialty physician group practice• Established in 1950 - One of the largest of its
kind• Located in Jackson, TN with facilities in Jackson,
Humboldt, Huntingdon, McKenzie, and Milan, g , ,• Over 130 physicians in 25 specialties and sub-
specialties
• Steve Batchelor, Controller,• Carl Rudd, Administrator
Jackson Clinic Systems Diagram
Dynamics GP Misys Vision Old Patient Acctg System
Excel Files
Data Warehouse
`
Analysis from `
`
Distribution to Physicians
ySteve Batchelor
Analysis and Reporting Challenges
• Many disparate systemsMany disparate systems• New patient accounting system with no
conversion of historyconversion of history• Only lagging financial indicators• Lengthy physician incentive calculations• Little visibility by physicians to y y p y
performance throughout the year• Multiple versions of the truthMultiple versions of the truth
Many Disparate Systems
• Microsoft Dynamics GPMicrosoft Dynamics GP• Psi-Med – Old Practice Management
SystemSystem• Misys – New Practice Management
S t i l t d i 2005System implemented in 2005• Electronic Medical Records• Many Excel files
New Practice Management System – No Conversion
• Reports are difficult to generate overReports are difficult to generate over periods of time that span both systems
• Lookup values are different between 2• Lookup values are different between 2 systemsD t i t k d t diff t l l f d t il• Data is tracked at different levels of detail
Lagging Financial Indicators
• Gross Revenue $ High$ g• Little visibility to overall profitability or other key
operational metrics• Always looking back to previous month’s financial
numbers
“They are lagging indicators that fail to capture much of the value that has been created or destroyed by managers’ actions in the most recent accounting period ”actions in the most recent accounting period.
“The Balanced Scorecard”, Robert Kaplan
Year-End Physician Incentive Calculations
• Complex calculationsComplex calculations• Requires large volume of data… difficult to
work withwork with• Many spreadsheets… manual calculations• Time consuming to produce
Multiple versions of the truth
• Many Excel filesMany Excel files• Multiple reports, different systems using
period (or “cut off”) datesperiod (or cut-off ) dates• Different filtering techniques• Different people tracking their own
spreadsheets
Existing BI Capabilities
• Excel SpreadsheetsExcel Spreadsheets• Source Application Reports
C P Pl b f G l• Cognos PowerPlay cubes for General Ledger, Payroll/HR, Production and P ti t d hiPatient demographics
• Steve Batchelor – Produced reports manually
Jackson Clinic BI Timeline
• Cognos PowerPlay – 2003Cognos PowerPlay 2003• Misys Implementation - 2005
P ti t A ti D t W h• Patient Accounting Data Warehouse –Completed December 2006
Cognos BI Implementation
• Built a foundationBuilt a foundation• Software too complicated for most non-
analytical end usersanalytical end users• Source data difficult to parse, many
b i l l l t d i b b ildibusiness rules calculated in cube building process
Data Warehouse Implementation
• Provided visibility to data in new waysProvided visibility to data in new ways• Needed front-end access to DW by
physiciansphysicians• Moving toward one version of the truth• Allows data from multiple patient
accounting systems to be combined• Business rules are built into the data layer
A new day dawned…
Dynamics GP Misys Vision Psi-Med (Old System)
Excel Files
`
Data Warehouse
`
SQL Server 2005
Analysis Services
Access via Web Browser
SharePoint
Jackson Clinic Physician Dashboard
• Dept and Physician-Physician-Level Dashboard
• Physician Productivity
• CMS National• CMS National Data Comps
• AMGA Comps• Top Referring
Providers
Technology used in Physician Dashboard
• Microsoft SQL Server 2005 AnalysisMicrosoft SQL Server 2005 Analysis Services
• Microsoft SharePoint Services• Microsoft SharePoint Services• Decision Support Panel• Microsoft SQL Server 2005 Reporting
Services
Microsoft Windows SharePoint Services
• CollaborationCollaboration• Organization
F d ti f b ildi b b d• Foundation for building web-based apps• Robust administration• Integration with Microsoft Office System
Decision Support Panel (DSP) Overview
• Links information stored in data warehouses to corporate portalswarehouses to corporate portals.
• Web Parts provide business pcard-sized, dynamic, graphical overviews of information.
• One-click access to integrated analysis tools.
• http://demo.dspanel.com/sites/dspdemosite/default aspx
Download Video from Webpdemosite/default.aspx
Decision Support Panel (DSP) Overview
Results of Dashboard
Positive• Moved from monthly to daily view – very helpful to
physicians• Established platform for the future• Physicians starting to catch the BI vision
Most often requested analysis items are available every• Most often requested analysis items are available every day with meaningful comparisons to LY, by Dept, etc.
Negative• Lots of software changes in last 12 months
Lessons Learned
• You need more than a cube or set of reportsYou need more than a cube or set of reports
• Deliver right information to the right peopleDeliver right information to the right people
• One version of the truth is essential (data• One version of the truth is essential (data warehouse)
What’s Next
• Expand dashboard to nurse practitionersExpand dashboard to nurse practitioners• Clinical data warehouse (EMR)
E h d ti / i t ti l i• Enhanced reporting / interactive analysis capabilities
• Additional BI training for providers
The future of BI at Jackson Clinic
Dynamics GP Misys Vision Psi-Med (Old System)
Excel FilesEMR
Data Warehouse
`
SQL Server
`
SQL Server 2005
Analysis Services
Access via Web Browser
SharePoint
Call to Action
• Free 2-hour DW / BI Project AssessmentFree 2 hour DW / BI Project Assessment-OR-
• Free 2-hour High-Level Data Readiness AnalysisFree 2-hour High-Level Data Readiness Analysis
Ken RaetzKen [email protected] 309 2433615-309-2433
Thank You For Attending
Please remember to fill out your Conference yQuestionnaires.
This PowerPoint presentation will be available for download after the conference at:http://www lbmctechnologyconference comhttp://www.lbmctechnologyconference.com